Revenue Grid

Revenue Grid is a revenue intelligence platform that automatically captures every client interaction — emails, meetings, calendar events, and documents — and syncs them directly to Salesforce. Instead of manually logging activities, sales reps and operations teams get a complete, trusted view of every customer relationship without extra data entry. The platform is built for teams that need accurate, real-time CRM data to make informed decisions and move deals forward.

Revenue Grid stands out with its comprehensive capture capabilities. The Activity Capture feature auto-syncs sales data from email and calendar to Salesforce. The Inbox Sidebar lets users view and edit Salesforce records without leaving Gmail or Outlook. For sales engagement, the Sales Sequences tool creates multi-channel follow-up sequences that mix email, tasks, and calls. Deal Guidance surfaces risks and opportunities in each deal, while True Pipeline shows which opportunities are actually progressing. Team Analytics provides a bird's-eye view of rep activity, helping managers spot coaching opportunities. The platform also includes Meeting Assistance to prep, capture outcomes, and share reports, plus an in-CRM Mentor feature that offers guidance to improve win rates.

Revenue Grid is best suited for revenue teams, sales operations, and CRM administrators who rely on Salesforce and want to eliminate manual data entry while improving pipeline visibility. It's used by over 800,000 revenue and operations professionals worldwide, including teams in financial services, technology, and professional services. Typical use cases include keeping the CRM automatically updated, monitoring deal health in real time, and running automated sales sequences that maintain a personal touch.